tax strategy

Retirement Baseball

While home runs are an exciting part of any baseball game, the end result of who wins the game has a lot more to do with how the rest of the game is played. Drawing from his extensive experience both on the field and in finance, Sean provides valuable insights into how the principles of baseball can be applied to crafting a successful retirement strategy.

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Diffusing the Tax Time Bomb

Taxes in retirement require a lot of strategy and planning to get it right. What can you be doing now to prepare for taxes later on?

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Is Your Financial Advisor Doing This?

Do you know what your advisor should be helping you with? You don’t know what you don’t know…so we’ll talk today about what you should be discussing with your financial advisor.

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The True Value Of Working With A Financial Advisor

Working with a financial advisor can bring incredible value to your portfolio. Looking at a recent Vanguard study, Sean talks us through what an advisor can do and how that helps you in the long run.

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Episode #12: The 411 On Retirement Elevated Classes

We’re all about financial education at Elevated Retirement Group. Discover how attending one of our classes could help you better prepare for retirement.

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Episode #8: Real Advising Is Problem-Solving

Advising involves investing, but it’s so much more than that. Sean and guest host Chris Cordova explain why real financial advising is problem-solving. 

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Episode #2: Creative Tax Strategies

How you tap into your retirement accounts can really alter your retirement. We’ll provide you with a few helpful examples and show you the positive impacts of utilizing creative tax strategies and the consequences of not properly planning.

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